
In the news
Wealth in the news – salary sacrifice confusion, fraudsters target private school fee payments and lack of later life planning
Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF

Wealth in the news – salary sacrifice confusion, fraudsters target private school fee payments and lack of later life planning

A lot can change in ten years and financial needs shift. While life rarely stands still, many people’s money habits do

The government’s decision to freeze the higher rate tax thresholds means more workers will become higher rate taxpayers

Retirement planning may feel overwhelming, but small steps can close the gap

Inflation eased in April, UK trade deal with Gulf partners, Fuel Duty freeze extended and unemployment rate rises

In the news – confidence in a comfortable retirement is on the up and over half of cash ISA savers could reinvest

Dividend Tax rates rise from April 2026, affecting business owners and investors

UK trust registration rules change in 2026, expanding scope while easing compliance for smaller, low-risk trusts

Global growth forecasts improve, but uncertainty remains the new normal

Start the new tax year proactively to maximise allowances and long-term growth